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Senior Financial Planning Regional Leader
3 months ago
Location: Canada
Work Schedule: 37.5 hours per week
Industry Sector: TD Wealth Management
Compensation Details: We are committed to providing fair and equitable compensation for all our colleagues. As a candidate, we encourage you to engage in an open conversation with your recruiter regarding compensation specifics, including the salary details for this position.
Position Overview:TD Wealth employs a comprehensive and sophisticated approach to wealth planning and protection, ensuring highly personalized advice, solutions, and services for our clients.
The Financial Planning team recognizes that assisting clients in setting and achieving their financial objectives while delivering an exceptional customer experience is the cornerstone of our business success, driving new business and fostering client loyalty. We achieve this by understanding our clients, providing the most professional and tailored solutions, and cultivating award-winning, high-performing teams.
With a rich history in wealth management leadership, we are positioned for even greater success in the future. You will find a welcoming, challenging, and rewarding environment. Trust us, while you will be engaged, you will never be bored.
Are you an experienced industry professional and team leader, eager to elevate a team of high-performing financial planners to new heights in sales and service delivery at TD Wealth? If so, we have an exciting leadership opportunity for you. As the Senior Regional Manager of Financial Planning, you will provide team and sales leadership, drive business development, generate referrals, and offer ongoing mentorship to meet targets while fostering a dynamic results-oriented culture.
Key Responsibilities:- Lead and manage a large, diverse reporting function within an area of significant risk, complexity, or scope, while nurturing talent and developing skills to achieve team and career objectives.
- Guide a high-performing team of Wealth Advice Specialists and Financial Planners focused on acquiring and retaining committed customer relationships and generating business for the mass affluent segment.
- Offer mentorship, direction, and motivation on sound business practices and compliance requirements in a challenging yet collaborative environment to achieve strong results.
- Serve as a strategic partner to the leadership team regarding portfolio and financial management, leveraging deep industry and enterprise knowledge.
- Engage in cross-functional and enterprise initiatives as a subject matter expert to identify and implement strategic operational efficiencies and opportunities.
- Develop long-term strategic plans for your area and influence beyond your immediate responsibilities.
- Actively manage relationships, processes, and regulatory requirements across business divisions.
- Ensure all customer-facing activities enhance the client experience and strengthen the TD brand.
- Maintain a culture of risk management and control, supported by effective processes aligned with risk appetite.
- Preferred university degree with over five (5) years of senior management experience and five (5) years of industry experience.
- Must possess one of the following: Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH), or Wealth Management Essentials (WME).
- Completion of the Canadian Securities Course (CSC) is required.
- Branch Managers course and CPH must be completed within 12 months of hire.
- Successful completion of Wealth Management Essentials (WME) through the Canadian Securities Institute (CSI) is required.
- Strong communication and team management skills to effectively exchange ideas and information with partners and team members.
TD is a global leader in the financial services sector, ranking as the fifth-largest bank in North America by branch count. Every day, we deliver a legendary customer experience to over 27 million households and businesses across Canada, the United States, and around the world. Our colleagues at TD combine their skills, talent, and creativity to serve the Bank, its clients, and the economies we support. We are guided by our vision to be a better bank and our purpose to enrich the lives of our customers, communities, and colleagues.
Please note that this position is subject to provincial employment regulations. It is essential to mention that each province and territory in Canada may have its own regulations and requirements.
